The Tax Relief, Unemployment Insurance Reauthorization, and Job Creation Act of 2010 (the “2010 Tax Act”) made a significant number of changes to the federal estate, gift, and generation-skipping transfer (“GST”) tax laws. One question which many of our clients have asked is “Do I need to make any changes to my existing estate planning documents as a result of the new laws?”
Our January 2011 newsletter discusses the extent to which the changes made by the 2010 Tax Act may or may not cause people to change their estate plans, and the factors you should consider before making changes based on the new laws. Please follow this link to download a copy of the full article:
To What Extent Should You Rely On Temporary Wealth Transfer Tax Changes Made By the 2010 Tax Act?
In our February newsletter, we will take a look at the range of new gift-making opportunities which have been created by the 2010 Tax Act.
If you have a question you would like us to answer in a future newsletter, or if you would like to review your own estate plan in light of the issues discussed in this newsletter, please let us know, either by calling us at (678) 720-0750 or e-mailing Scarlett Ollila at sollila@morgandisalvo.com. We look forward to hearing from you.
If you know someone who would like a copy of this newsletter, please have them contact us to be added to our distribution list.
– Loraine M. DiSalvo & Richard M. Morgan
